Jackson, Grant Investment Advisers, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,100 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.64 and the average weighting 0.8%.

Quarter-by-quarter ownership
Jackson, Grant Investment Advisers, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$39,244
-4.6%
208
+0.5%
0.02%0.0%
Q2 2023$41,121
+5.3%
207
+0.5%
0.02%
+5.6%
Q1 2023$39,037
+3.7%
206
+0.5%
0.02%0.0%
Q4 2022$37,644
+7.6%
205
+0.5%
0.02%0.0%
Q3 2022$35,000
-2.8%
204
+0.5%
0.02%0.0%
Q2 2022$36,000
-16.3%
2030.0%0.02%0.0%
Q1 2022$43,000
-2.3%
203
+1.0%
0.02%
-10.0%
Q3 2021$44,000
-2.2%
2010.0%0.02%0.0%
Q2 2021$45,000
+60.7%
201
+55.8%
0.02%
+53.8%
Q1 2021$28,000
+12.0%
1290.0%0.01%0.0%
Q4 2020$25,000
+25.0%
129
+0.8%
0.01%
+8.3%
Q3 2020$20,000
+5.3%
128
+0.8%
0.01%0.0%
Q2 2020$19,000
+26.7%
1270.0%0.01%
+9.1%
Q1 2020$15,000
-28.6%
1270.0%0.01%0.0%
Q4 2019$21,000
+10.5%
127
+0.8%
0.01%0.0%
Q3 2019$19,000
-5.0%
126
+0.8%
0.01%
-8.3%
Q2 2019$20,000
+53.8%
125
+42.0%
0.01%
+50.0%
Q1 2019$13,000
+8.3%
880.0%0.01%0.0%
Q4 2018$12,000
-40.0%
88
-28.5%
0.01%
-38.5%
Q3 2018$20,000
+5.3%
1230.0%0.01%0.0%
Q2 2018$19,000
+171.4%
123
+173.3%
0.01%
+160.0%
Q1 2018$7,0000.0%45
+2.3%
0.01%0.0%
Q4 2017$7,000
+16.7%
440.0%0.01%
+25.0%
Q3 2017$6,0000.0%440.0%0.00%
-20.0%
Q2 2017$6,000
+20.0%
44
+25.7%
0.01%
+25.0%
Q1 2017$5,0000.0%350.0%0.00%0.0%
Q4 2016$5,000
+25.0%
350.0%0.00%
+33.3%
Q3 2016$4,000
+100.0%
35
+94.4%
0.00%
+50.0%
Q2 2016$2,000180.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders